The Rate Debate
What do you get when you throw a 36-year-fixed-income veteran into the room with a 26-year-old fixed-income millennial? The Rate Debate.
Darren Langer and Jess Ren are seasoned fixed income specialists with a deep passion for bond markets and an opinion on just about everything. And while they may sit facing each other at work, they don’t always see eye-to-eye.
Tune-in each month to hear their take on the RBA’s interest rate decision and other macro matters influencing markets.
The Rate Debate
Ep 36: How many times can the RBA say "just one more time"?
After hiking for the tenth consecutive month, the RBA has Australia questioning whether its repeated actions to combat inflation will cause an overshoot and push the nation into recession.
From a wage-price spiral, rising unemployment, and faltering GDP, it seems the consumer and government sectors have been the most exposed to the ongoing "inflationary pulse". Do we think Australian companies will lead the charge and are we starting to see Fixed Income revert to more atypical behaviour following a challenging 12 months?
Chris and Darren debate this and more in episode 36 of The Rate Debate.